Search Results | Showing 21 - 29 of 29 results for %22Meritum Financial Group%22 |
| | ASIC has banned a former adviser from Meritum Financial Group, which is wholly owned by NAB. Alfie Chong worked at Meritum from September 2005 to March 2006, and then July 2007 to June 2014. During that time, ASIC has alleged that Chong engaged in a ... |
| | | ... Advisory, AMP-owned Genesys Wealth, HSBC Bank Australia, Madison Financial Group, MASU Financial Management, Meritum Financial Group, Sentry Financial Services and Westpac Banking Corporation. Since then, the licensees committed to measures to address ... |
| | | ... aligned advice dealerships, including Apogee, MLC Financial Planning, Godfrey Pembroke, Garvan Financial Planning and Meritum. Smith leaves MLC after less than a year in the role, though he has been with NAB/MLC since last century. He leaves the bank ... |
| | | ... its salaried and licensee adviser numbers by 11 per cent to 1727 with 113 coming from the acquisition of Meritum Financial Group and 59 coming from new adviser recruitment. Last month, Craig Meller, head of financial planning, AMP, dismissed speculation ... |
| | | MLC has completed its purchase of Meritum Financial Group, a planning group that MLC inherited as part of its Aviva acquisition. MLC acquired a minority ownership stake in Meritum as part of its acquisition of Aviva Australia, who was a stakeholder ... |
| | | ... sell the stake. While NAB/MLC did not snap up the PIS stake, the group took on Aviva's minority stakes in Meritum Financial Group, Financial Technology Securities, Infocus Wealth Management and AG Private Advisory. "As part of the acquisition, we've ... |
| | | ... licensees and 1,538 advisers (12 per cent) and $16 billion in funds under advice. The firm also has stakes in Meritum Financial Group, Financial Technology Securities, Infocus Wealth Management and AG Private Advisory. Putting the two firms together ... |
| | | Aviva Australia has purchased a shareholding stake in Melbourne-based Meritum Financial Group. Established in 2004, Meritum Financial Group (Meritum) has more than 80 advisers and more than $2.6 billion in funds under advice. "This acquisition is important ... |
| | | Meritum today announced the implementation of Dealer Management System's (DMS) Advisor Online management and activity reporting software across its 90 dealer network. The system allows advisers to view the value and progress of their commission payments ... |
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